Use OAuth 2.0 to securely access the Contacts API endpoints from Confluence Cloud. Create a client in the GHL developer portal and exchange tokens for API calls.
Connect Confluence Cloud to your Zapier app using standard OAuth or API keys as supported by your setup, then grant necessary permissions for data access.
GET /contacts/:contactId GET /contacts/:contactId/tasks GET /contacts/:contactId/tasks/:taskId GET /contacts/:contactId/notes GET /contacts/:contactId/notes/:id GET /contacts/:contactId/appointments GET /contacts/ GET /contacts/business/:businessId POST /contacts/ PUT /contacts/:contactId DELETE /contacts/:contactId POST /contacts/:contactId/tasks PUT /contacts/:contactId/tasks/:taskId PUT /contacts/:contactId/tasks/:taskId/completed DELETE /contacts/:contactId/tasks/:taskId POST /contacts/:contactId/tags
Trigger: When a contact is opened or updated in Confluence Cloud, fetch the latest contact data from the Contacts API.
Actions: Get contact, fetch tasks, and fetch notes to present a full view of the contact in Confluence Cloud.
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
Key fields: contactId, name, email, phone
Trigger: Add or update tasks and notes from Confluence Cloud to reflect progress.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/notes
Paths used: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes
Key fields: contactId, taskId, title, status, notesId
Trigger: Tag updates based on business criteria to surface in Confluence Cloud pages.
Actions: POST /contacts/:contactId/tags to apply tags; manage tag updates.
POST /contacts/:contactId/tags
Key fields: contactId, tags (array)
Rapid setup with drag‑and‑drop workflow designer in the Zapier App Connector.
No‑code updates allow quick iterations and easier troubleshooting.
Unified automation reduces manual data handoffs and keeps contacts in sync across systems.
Core concepts covered: authentication, endpoints, method paths, triggers, actions, and key fields that power the integration.
Verifying identity to securely access the Contacts API and Confluence Cloud resources.
A specific API URL path used to retrieve or modify resources.
An event that starts an automation in Zapier when data changes or actions occur.
An operation performed by Zapier on the API or app connector as part of a workflow.
Automatically pull the latest contact details into a Confluence page whenever a contact changes in the Contacts API.
Create or update tasks in Contacts API from Confluence, surfacing reminders in your pages.
Apply tags in the Contacts API based on criteria and reflect tag changes in Confluence pages.
Register the integration in the Contacts API developer portal and obtain client credentials.
Add the integration to the Zapier App Connector and authorize access to contacts data.
Run end‑to‑end tests to verify data flow between Confluence Cloud and the Contacts API before going live.
The primary endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/tags. These endpoints let you pull, create, and update data across contacts, tasks, notes, and tags. You can test each endpoint in your API client and map the responses to your Confluence Cloud pages for a unified view. Two paragraphs: Ensure your app has the necessary permissions (scope) and handle authentication tokens securely to keep data safe during transfers.
Authentication uses OAuth 2.0. Start by creating a client in the GHL developer portal, then implement the OAuth flow to obtain access and refresh tokens. Store tokens securely and refresh before expiry to maintain uninterrupted access. In Confluence Cloud, configure the app connector to pass these tokens with each API call.
Yes. Use GET for reading data and POST/PUT for creating or updating contacts, tasks, and notes. You can trigger automated fetches from Confluence Cloud when pages are opened or edited, and update the Contacts API accordingly. Map results back to Confluence to keep pages in sync.
Required fields vary by operation. To create a contact you typically need at least a name and an email. Optional fields include phone, company, and custom fields. Always include contactId when updating existing records.
Yes, the Contacts API enforces rate limits. Plan for backoff and retry logic in your Zapier workflows to avoid failures during bursts of activity. Space out requests and batch updates when possible.
Field mapping is done by aligning API response fields with your Confluence Cloud data structure. Use canonical field names like contactId, name, email, and task titles. Test mappings with sample payloads to ensure data consistency.
Example payloads are available in the API reference for each endpoint. For a new contact, you might send a POST to /contacts/ with name and email. For a new task, use POST /contacts/:contactId/tasks with a title and due date. Replace placeholder values with real data from your systems.
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